IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $778M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$3.69M
3
+$3.61M
4
JPM icon
JPMorgan Chase
JPM
+$3.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.16%
2 Consumer Staples 13.83%
3 Healthcare 13.15%
4 Technology 11.53%
5 Communication Services 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K 0.01%
+1,000
252
$11K 0.01%
+140
253
$11K 0.01%
+600
254
$11K 0.01%
+236
255
$10K 0.01%
+449
256
$10K 0.01%
+500
257
$10K 0.01%
+40
258
$10K 0.01%
+31
259
$10K 0.01%
+150
260
$9K 0.01%
+350
261
$9K 0.01%
+75
262
$9K 0.01%
+83
263
$9K 0.01%
+500
264
$9K 0.01%
+250
265
$9K 0.01%
+553
266
$8K 0.01%
+139
267
$8K 0.01%
+390
268
$8K 0.01%
+100
269
$8K 0.01%
+86
270
$7K 0.01%
+150
271
$7K 0.01%
+140
272
$7K 0.01%
+477
273
$7K 0.01%
+76
274
$7K 0.01%
+45
275
$7K 0.01%
+286
9 10
11
12 13